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15:10The AI bubble is paying itself. It's time to ask who the customer is 15:00Amazon in talks to buy Israeli startup Decart: an AI deal worth up to $7 billion 14:45Wiz founders go from cyber to burgers: frontrunners for McDonald's Israel franchise, and also eyeing CAL 14:30A decisive night for tech: Microsoft and Google report tonight, and the Fed decides on rates 14:15Nvidia and AMD invest $4 billion in shares of Meta, which buys AI chips from them 14:00Cybersecurity: a startup founded by former DOGE staffers got inside Anthropic's internal systems using AI agents 13:50Cybersecurity company Upwind closes $400 million round at a $3.8 billion valuation 13:35Anthropic AI model built working exploits for Chrome, Safari, Android, Windows and Linux

15:10The AI bubble is paying itself. It's time to ask who the customer is 15:00Amazon in talks to buy Israeli startup Decart: an AI deal worth up to $7 billion 14:45Wiz founders go from cyber to burgers: frontrunners for McDonald's Israel franchise, and also eyeing CAL 14:30A decisive night for tech: Microsoft and Google report tonight, and the Fed decides on rates 14:15Nvidia and AMD invest $4 billion in shares of Meta, which buys AI chips from them 14:00Cybersecurity: a startup founded by former DOGE staffers got inside Anthropic's internal systems using AI agents 13:50Cybersecurity company Upwind closes $400 million round at a $3.8 billion valuation 13:35Anthropic AI model built working exploits for Chrome, Safari, Android, Windows and Linux

Thursday, October 29, 2026

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2 stories for “Vera Rubin”

Nvidia and AMD invest $4 billion in shares of Meta, which buys AI chips from them

Nvidia will buy $3 billion of stock and AMD $1 billion, as part of a $25 billion offering that was about five times oversubscribed. Meta is also expanding its use of Vera Rubin chips.

Itai Rosen, Global Tech Correspondent / 3 min read

SpaceX commits to a $40 billion financing deal for AI chips

According to a filing with the US Securities and Exchange Commission, Elon Musk's company will lease Nvidia Vera Rubin chips from an entity managed by Apollo. It is one of the largest compute financing deals signed to date.

Itai Rosen, Global Tech Correspondent / 3 min read